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- institution used/primary bank*
- services used/primary bank*
- ATM Card
- Auto Loan
- Certificate of Deposit (CD)
- Checking Account
- Debit Card
- Home Equity Loan
- Home Improvement Loan
- Home Mortgage
- IRA
- Money Market Account
- Online Banking
- Online Bill Pay
- Personal Loan
- Refinance Home Mortgage
- Savings Account
- 401K Plan
- 529 Plan/College Savings Plan
- credit card brand used past 3 months
- types of organizations contributed to in the past 12 months*
- Arts/Cultural
- Environmental
- Healthcare/Medical
- Political
- Religious
- Social Care/Welfare
- Other Organization
- investments*
- Bonds
- Money Market Funds
- Mutual Funds
- Second Home/Real Estate Property
- Stocks/Stock Options
- Other Securities & Investments
- services used past 12 months*
- Accountant
- Attorney
- – Bankruptcy
- – Personal Injury
- – Other
- Check Cashing
- Financial Planner
- Funeral Pre-Planning
- Online Investing/Stock Trading
- Real Estate Agent
- – Buy/Rent/Sell
- Stockbroker
- – Discount
- – Full-Service
- Travel Agent
- Tutoring Service
- Wire Transfer
- insurance
- Auto*
- – Provider
- Homeowners/Renters*
- – Provider
- Life
- Health
- – Type
- – Provider
- company purchase decision participant
- Office Equipment/Office Supplies
- Overnight Delivery Services
* Household Measurements
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